What to expect when performing a schedule health check

Schedule Health Check for PFC

You’ve developed your logic linked construction program/schedule based on the adopted construction methodology. All project calendars have been assigned, now it’s time to complete the project schedule “Health check”.

To increase confidence on your project development schedule, it’s a good basic project management best practice to perform a Project Health Check. You will examine the project plan for compliance with scheduling best practices by performing the “schedule health check” as recognised by the Project Management Institute.

Starting with Primavera Version 8.2 (and version 16.2 which I’m using), P6 users have the ability to run the “Check Schedule” feature with P6 EPPM (web based). To use this feature of P6 EPPM, click on select your project, click Activities, select “Actions”, and select “Check Schedule”.

Oracle Primavera P6 EPPM

Oracle Primavera P6 EPPM Action

EPPM “Check Schedule” feature allows to select up to 14 different metrics to check on the chosen open schedule. Users are able to choose their target percentages to check again the schedule based on what the user organisation metrics.

Oracle Check Schedule

Before running these P6 EPPM assessments which will produce a summary report with information based on your chosen criteria, it’s important to run health check filters. These filter assessments will help determine whether or not a project is healthy.

These 14 different metrics checks could also be assessed against the 14 point schedule assessment (guideline) implemented by the US Defence Contract Management Agency (DCMA 14-Point Schedule Metric for IMS “Project/Open. ETC.” Analysis). These metric exclude Completed tasks, Level of Effort tasks, Summary tasks and Milestones.

Section 4.0 of the EVMS Program Analysis Pamplet (PAP) provides the formulas for calculating the DCMA 14-Point Schedule Metrics.

What is the main objective of all these assessment guidelines?

Well, essentially it’s evaluating whether a schedule/program is well-built and whether it adheres to a set of best practices considered important to the success and manageability of any project. These health check help improve any chance of success.

I have developed about 17 health check filters that would check for schedule compliance and will help you correct at least the following:

1) Checking the Logic

This help for an accurate Critical and longest Path of activities.

2) Looking for Leads (lead time)

3) Looking for Lags

4) P6 Relationship Types

Finish to start (FS), Start to Start (SS), Finish to Finish (FF) and Start to Finish (SF) relationships. Finish-Start is the preferred activities relationships (90% of the time or more).

5) Constraints Types

DCMA recommend not to have more than 5% hard constraints of all activities

6) Negative Float

Avoid negative float on your schedule

7) Durations longer than 10 days filter

8) Check for Invalid Dates

No Actual dates in the future, beyond your Data Date; and no Forecast dates in the past before your Data Date.

9) Resources and Costs loaded activities

For activities with resources but no hours or cost.

10) Activities without Project calendar

11) Activities Started but no % progress

12) Activities with Resource dependent

Send me an email to get the full list of the health check filters cheat sheet.

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